Our Story

Since the founding of our firm in 2009, Spurstone has focused on serving clients with complex financial planning and investment needs. Since many of our clients are compensated largely through stock ownership or own controlling shares in their own companies, we knew it was critical to offer the experience and expertise to help guide clients down a path to long-term financial security. That's why we committed early on to being the most capable wealth advisors, leaning on years of experience in managing assets of stock-compensated executives and corporate employees, founders, and equity owners. That experience means our team is suited to help turn stock compensation and equity ownership into a rewarding journey in pursuit of unbreakable wealth.

We're passionate about protecting our clients' legacies and over the years have served families over multiple generations as a fiduciary partner.

Today, while located in Higganum, CT, we're proud to be an independent financial advisory and fiduciary firm that serves clients across the country who are motivated to build and sustain their investments for the long term.

The Spurstone Difference:

Decades of experience in the complexities of stock compensation and equity ownership

Advisors with expertise, skills and experience working with high-level corporate executives and equity owners

Bespoke portfolio architecture and a focus on tax mitigation

Independent, client-centric, goals-based approach to wealth management

Integrated support from a network of trusted professionals in other
areas of expertise

A shared focus with our clients and a commitment to full transparency of
fees and costs